write-memo

Drafts a hedge-fund-style investment memo as a self-contained HTML file for long or short equity ideas.

27.6k|3.4k|Updated Oct 14, 2025
One-click install
npx skills add https://github.com/virattt/dexter --skill write-memo
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: write-memo
Source: https://github.com/virattt/dexter/tree/main/src/skills/write-memo
Command: npx skills add https://github.com/virattt/dexter --skill write-memo

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Turning raw financial research into a polished, decision-ready investment memo is slow and inconsistent. This Skill automates the full workflow of a buyside analyst: framing the trade, gathering financials and filings, building probability-weighted scenarios, and rendering a professional one-page HTML memo.

Core Features & Use Cases

  • Structured Memo Generation: Produces a complete investment memo with variant view, falsifiable thesis bullets, Bear/Base/Bull scenarios, catalysts, risks with tripwires, and monitoring KPIs.
  • Data-Driven Scenarios: Pulls financials, market data, insider trades, and 10-K/10-Q filings to build driver-based scenarios with probability-weighted returns and asymmetry checks.
  • Self-Critique Pass: Enforces buyside quality standards — steelmanned bear case, falsifiable claims, no invented consensus numbers — before rendering.
  • Use Case: Ask for a memo on a ticker (e.g., "write a long memo on NFLX") and receive a styled HTML file saved to .dexter/memos/ plus a one-line summary with target, asymmetry, and conviction.

Quick Start

Ask the agent to write a long or short investment memo for a specific ticker, optionally stating your horizon, conviction, and variant view.

Frequently Asked Questions about write-memo

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I write an investment memo for a stock?

Ask the agent to write a long or short memo for a ticker, optionally specifying horizon and conviction. The Skill gathers financials, market data, and filings, builds probability-weighted scenarios, and saves a one-page HTML memo to .dexter/memos/.

What does the investment memo output include?

The memo includes a variant view, falsifiable thesis bullets, business snapshot, what's priced in, Bear/Base/Bull scenario table with returns, catalysts, risks with observable tripwires, position sizing, and monitoring KPIs, all rendered as a styled HTML file.

Can I use this for short thesis writeups?

Yes, the Skill supports both long and short directions. Specify the direction when requesting the memo; the output filename and header reflect LONG or SHORT, and scenarios are built accordingly.

Does the memo invent consensus estimates or financial data?

No. The Skill explicitly forbids fabricating numbers. All figures come from tool calls to financial data and filing sources; if consensus data is unavailable, the memo states so rather than inventing values.

Where is the generated memo file saved?

Memos are written as HTML files to .dexter/memos/ using the naming pattern [TICKER]_[DIRECTION]_[YYYY-MM-DD].html. The chat response only shows a header summary and the file path, not the full memo content.